Purchases and Sales Made in Q2 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2024. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
8+ 0.29% |
$3.51K - $4.2K
|
2.76K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 1.91% |
$3.07K - $3.67K
|
374
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.88% |
$3.07K - $3.67K
|
804
$475K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 1.23% |
$3.07K - $3.67K
|
577
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 5.51% |
$3.07K - $3.67K
|
134
$79.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 1.12% |
$3.07K - $3.67K
|
632
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7+ 0.23% |
$3.07K - $3.67K
|
3.07K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7+ 0.68% |
$3.07K - $3.67K
|
1.04K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.6% |
$3.07K - $3.67K
|
1.17K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
7+ 1.65% |
$3.07K - $3.67K
|
431
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6+ 0.97% |
$2.64K - $3.15K
|
623
$368K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.14% |
$2.64K - $3.15K
|
4.41K
$2.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 0.57% |
$2.64K - $3.15K
|
1.06K
$625K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6+ 0.38% |
$2.64K - $3.15K
|
1.58K
$933K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.95% |
$2.64K - $3.15K
|
638
$377K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.35% |
$2.2K - $2.62K
|
1.45K
$854K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
5+ 0.26% |
$2.2K - $2.62K
|
1.95K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$2.2K - $2.62K
|
6.24K
$3.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5+ 0.47% |
$2.2K - $2.62K
|
1.07K
$635K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.2K - $2.62K
|
1.27K
$748K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
5+ 0.61% |
$2.2K - $2.62K
|
819
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.2K - $2.62K
|
1.21K
$715K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.43% |
$2.2K - $2.62K
|
1.16K
$682K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.17% |
$2.2K - $2.62K
|
2.96K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5+ 83.33% |
$2.2K - $2.62K
|
11
$6.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.22% |
$2.2K - $2.62K
|
2.24K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5+ 0.99% |
$2.2K - $2.62K
|
508
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.16% |
$2.2K - $2.62K
|
3.07K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5+ 0.68% |
$2.2K - $2.62K
|
742
$438K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4+ 1.4% |
$1.76K - $2.1K
|
290
$171K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4+ 0.35% |
$1.76K - $2.1K
|
1.16K
$684K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.76K - $2.1K
|
1.51K
$889K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.32% |
$1.76K - $2.1K
|
1.25K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 1.47% |
$1.76K - $2.1K
|
276
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
4+ 0.45% |
$1.76K - $2.1K
|
886
$524K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4+ 0.45% |
$1.76K - $2.1K
|
893
$528K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.43% |
$1.32K - $1.57K
|
697
$412K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$1.32K - $1.57K
|
2.47K
$1.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.1% |
$1.32K - $1.57K
|
3.13K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.37% |
$1.32K - $1.57K
|
816
$482K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.18% |
$1.32K - $1.57K
|
1.63K
$965K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 1.72% |
$1.32K - $1.57K
|
177
$105K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$1.32K - $1.57K
|
445
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.42% |
$1.32K - $1.57K
|
718
$424K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.37% |
$1.32K - $1.57K
|
819
$484K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 3.95% |
$1.32K - $1.57K
|
79
$46.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3+ 0.26% |
$1.32K - $1.57K
|
1.15K
$678K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 4.05% |
$1.32K - $1.57K
|
77
$45.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$1.32K - $1.57K
|
15
$8.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.32% |
$1.32K - $1.57K
|
929
$549K
|